The "Enterprise Accounting Software Enhancement" User Group mission is to work collectively as a group sharing common
concerns and experiences while expanding user knowledge and influencing product direction.
The EASE Group is committed to submitting quality enhancement requests after thorough discussion at each session. Each
monthly meeting will be primarily focused on a particular aspect of the Infinite Visions Enterprise Edition software in order
to retain it's focus while at the same time allow our members to more efficiently schedule their time. As a general rule,
topics will alternate between FINANCE and PAYROLL with the exception of 3 meetings where
both will be addressed due to pending due dates and year-end events. Each area will have a "Lead" in order to organize the
topics and keep the discussion focused.
If you would like to be added to the EASE Distribution list please send an email request to
Mike Martinez.
If you would like to recieve emails when this page is updated simply click the button at the top of this
page.
| Date | Location | Time | Topics |
|---|
01/14/2008
| Pendergast Elementary School 3841 N. 91st Avenue Phoenix, AZ 85037 | 1:00 P.M. | Finance
Using e-mail in Purchasing & Payables [
handout
]
Planning
Discuss EASE Format and Topics
Agenda
|
|
02/11/2008
| Pendergast Elementary School 3841 N. 91st Avenue Phoenix, AZ 85037 | 1:00 P.M. | Purchasing & Payables
Using Microsoft Excel in Purchasing & Payables (importing, etc) [
handout
]
Finance
Managing Your Encumbrance
How Payroll and Purchasing & Payables affects Encumbrance
Agenda
|
|
03/10/2008
| Pendergast Elementary School 3841 N. 91st Avenue Phoenix, AZ 85037 | 1:00 P.M. | Finance
Position Budgeting (presented by Glendale Elementary #40) [
handout
]
Chart of Accounts (cleanup of accounts) [
handout
]
Payroll
GASB Functions & Compensated Absences [
handout
]
Agenda
|
|
04/14/2008
| Kyrene School District 8700 S. Kyrene Road Tempe, AZ 85284 | 1:00 P.M. | iVisions
Presentation on the use of iVisions [
handout
]
(presented by Karin Smith @ Kyrene Elementary #28)
More Handouts:
Please Note the Location for this meeting
Kyrene is located East of I-10 and Warner Road, on the corner of Kyrene and Warner.
Agenda
|
|
05/12/2008
| Pendergast Elementary School 3841 N. 91st Avenue Phoenix, AZ 85037 | 1:00 P.M. | Purchasing & Payables
Using Vendor Awards & Quotes
Receivables & Payables
Payroll & Finance
Preparation for Fiscal Year End
Agenda
|
|
06/09/2008
| Pendergast Elementary School 3841 N. 91st Avenue Phoenix, AZ 85037 | 1:00 P.M. | Payroll
Presentation on using Position Control and its impact on the SDER
[handout 1]
[handout 2]
(presented by Carl Hurlburt)
Setting up Payroll for Fiscal Year 2009
[handout]
Agenda
|
|
07/14/2008
| Pendergast Elementary School 3841 N. 91st Avenue Phoenix, AZ 85037 | 1:00 P.M. | General Ledger
Financial Reports
Clearing out Liabilities for FY08
Payroll
Insurance Tracking
Setting up Deductions
SDER & Employee Setup
Agenda
|
|
08/11/2008
| Pendergast Elementary School 3841 N. 91st Avenue Phoenix, AZ 85037 | 1:00 P.M. | Finance
Grants & Completion Reports (presented by Beatrice Begay @ MCSOS)
[handout]
AFR
Agenda
|
|
09/08/2008
| Pendergast Elementary School 3841 N. 91st Avenue Phoenix, AZ 85037 | 1:00 P.M. | Finance
Annual Financial Report (AFR) (if available)
Payroll
School District Employee Report (SDER)
Agenda
|
|
10/13/2008
| Pendergast Elementary School 3841 N. 91st Avenue Phoenix, AZ 85037 | 1:00 P.M. | TBD |
|
11/10/2008
| Pendergast Elementary School 3841 N. 91st Avenue Phoenix, AZ 85037 | 1:00 P.M. | TBD |
|
12/08/2008
| Pendergast Elementary School 3841 N. 91st Avenue Phoenix, AZ 85037 | 1:00 P.M. | TBD |
|